All Commentary Video Article Podcast Whitepaper

Insights

Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
Read >
Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
Read >

Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.

January 4, 2024
Read time: 10 minutes Our theme for the equity market as we approached 2023 was: 2023 is likely...
Read >

Soft Landing Highly Probable Despite Above-Normal Recession Risk  

January 4, 2024
Read time: 12 minutes It’s that time of the year when it is appropriate to look forward to...
Read >

Reality vs. Perception: People Retire Earlier Than Planned

January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
Read >

New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
Read >

Our 2024 View: Overall Economic Growth Is Slowing

December 14, 2023
Read time: 8 minutes For those who didn’t experience “The Tonight Show Starring Johnny Carson,” he used to...
Read >

More to Celebrate Than Fear as We Head Into 2024

December 14, 2023
Read time: 16 minutes “By rationally looking at long-term trends instead of viscerally reacting to the horror story...
Read >

How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
Read >

Charitable Giving Strategies

December 14, 2023
Read time: 4 minutes Just like that, we’re in the thick of the holiday season, also known as...
Read >
Money in the Movies

Money in the Movies

December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
Tune In >
Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
Tune In >

Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us